# Surgical Specialists Of Charlo 401(k) Plan
Source: https://planprovider.pro/companies/surgical-specialists-of-charlo-401k-plan

> Surgical Specialists Of Charlo's 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Surgical Specialists Of Charlo

- **Sponsor EIN:** 561026666

- **Sponsor Address:** 7300 CARMEL EXECUTIVE PARK DR STE 2, CHARLOTTE, NC, 282261336

- **Plan Type:** 401(k)

- **Total Participants:** 83

- **Total Assets:** $27.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|83|$27.7M|$1.1M|$756,465|

| 2023|91|$28.3M|$983,553|$768,956|

| 2022|104|$24.1M|$1.1M|$753,931|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PARSONS CPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PARSONS CPA PLLC](https://planprovider.pro/provider/parsons-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$16,630|—|$16,630|—|—|

| 2023|$25,048|—|$1,298|—|—|

| 2022|$9,578|—|$4,578|—|$5,000|

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